Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s NEOS Enhanced Income Aggregate Bond ETF BNDI Stock Holding History

Cambridge Investment Research Advisors’s Portfolio BNDI Stock Details BNDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$639K Sell
13,593
-46
-0.3% -$2.17K ﹤0.01% 2729
2026
Q1 		$644K Buy
13,639
+4,157
+44% +$197K ﹤0.01% 2579
2025
Q4 		$451K Buy
9,482
+3,982
+72% +$190K ﹤0.01% 2821
2025
Q3 		$262K Hold
5,500
– – ﹤0.01% 3235
2025
Q2 		$260K Buy
+5,500
New +$256K ﹤0.01% 3100
2024
Q1 		– Sell
-4,811
Closed -$233K – 3316
2023
Q4 		$233K Buy
+4,811
New +$224K ﹤0.01% 2799

Other funds holding BNDI

RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CFG
Carter Financial Group Barrington, Illinois $193M AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM

Cambridge Investment Research Advisors's BNDI Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its NEOS Enhanced Income Aggregate Bond ETF (BNDI) stake by 0.34% in Q2 2026, selling an estimated $2.17K and leaving 13,593 shares worth $639K. The position accounts for ﹤0.01% of the portfolio, ranked #2729.

Cambridge Investment Research Advisors first reported a position in BNDI in Q4 2023 and has held it in 6 quarters since. The position peaked at $644K in Q1 2026. 17 funds tracked by Wall St. Rank hold BNDI as of Q2 2026.

  • Cambridge Investment Research Advisors held 13,593 shares of NEOS Enhanced Income Aggregate Bond ETF worth $639K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 46 NEOS Enhanced Income Aggregate Bond ETF shares in Q2 2026, an estimated $2.17K.
  • NEOS Enhanced Income Aggregate Bond ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2729 holding.
  • Cambridge Investment Research Advisors first reported a position in NEOS Enhanced Income Aggregate Bond ETF in Q4 2023 and has held it in 6 quarters since.
  • Cambridge Investment Research Advisors's NEOS Enhanced Income Aggregate Bond ETF position peaked at $644K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held NEOS Enhanced Income Aggregate Bond ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.